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Heptagon European Focus Eq CG GBP Acc (0P000159ZA.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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24,908.20+172.30 (+0.70%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.35%
5-year average return10.82%
Number of years up7
Number of years down2
Best 1-yr total return (15 May 2024)29.83%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return29.83%
Worst 3-yr total return3.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000159ZA.LCategory
YTD5.59%0.00%
1-month-3.35%0.00%
3-month4.99%0.00%
1-year3.76%0.00%
3-year3.89%0.00%
5-year10.04%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000159ZA.LCategory
2024
N/AN/A
2023
11.78%N/A
2022
-21.06%N/A
2021
25.98%N/A
2020
21.94%N/A
2019
29.83%N/A
2018
-7.93%N/A
2017
12.53%N/A
2016
9.81%N/A
2015
9.70%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.25%N/AN/AN/A
202311.71%0.08%-9.52%10.51%
2022-13.08%-13.69%-1.20%6.51%
2021-1.96%15.79%1.20%9.65%
2020-5.69%20.25%5.25%2.16%
201910.67%11.95%4.19%0.57%
2018-4.01%8.28%-0.01%-11.41%
20175.45%6.00%1.89%-1.19%
2016-0.69%5.97%6.08%-1.65%
201510.16%-5.64%-0.15%5.69%

Rank in category (by total return)

YTD23
1-month56
3-month18
1-year73
3-year36
5-year18

Load adjusted returns

1-year-2.37%
3-year1.80%
5-year8.70%
10-yearN/A